Mutual Funds

Hotchkis & Wiley manages 9 distinct mutual funds for institutional and individual clients. Each strategy benefits from our rigorous research process and the collective knowledge and experience of the entire research team.

Find a Hotchkis & Wiley Fund to help build your balanced portfolio

Important to a successful investment strategy is determining the proper asset allocation amongst the many choices faced by mutual fund investors. At Hotchkis & Wiley, we offer funds focused on value equity as well as income and combinations of both income and value equity.

Hotchkis & Wiley also offers 2 income-generating funds for clients: the Capital Income and High Yield fixed income fund. Our income strategies draw on our deep and long-tenured research team, and include two fixed income industry veterans who have over 50 years of combined experience in the high yield bond marketplace. This combination of fundamental research and experience guides us as we look for opportunities to increase yield and provide diversification for our clients.

You should consider the Hotchkis & Wiley Funds’ investment objectives, risks, and charges and expenses carefully before you invest. This and other important information is contained in the Funds’ summary prospectus and prospectus, which can be obtained by calling 800-796-5606. Read carefully before you invest.

Mutual fund investing involves risk. Principal loss is possible. Diversification does not assure a profit nor protect against loss in a declining market.

Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user’s own risk. This is not an offer to buy or sell securities. Lipper—a Thomson Reuters company is an independent mutual fund research and rating service.

The Hotchkis & Wiley Funds are available only to residents in the United States and its territories